国内高频｜港口货物吞吐量明显回升

Core Viewpoint - Industrial production remains stable, with marginal improvements in infrastructure construction and a significant increase in human mobility [1][4][25]. Group 1: Industrial Production - The blast furnace operating rate shows resilience, with a year-on-year decrease of 0.6 percentage points to 3.1% [1][4]. - The chemical chain production has improved, with soda ash, PTA, and polyester filament operating rates increasing by 1.5, 1.2, and 1.6 percentage points to 1.3%, 1.2%, and 2.9% respectively [1][9]. - However, the operating rate for automotive semi-steel tires has significantly declined, down 11.3 percentage points to -17.9% [1][9]. Group 2: Construction Industry - The construction industry shows mixed performance, with national grinding operating rates and cement shipment rates declining by 14% to -5% and 3.8% to -6.3% respectively [1][15]. - Asphalt operating rates have increased year-on-year, up 7% to 2% [1][22]. Group 3: Demand Trends - Port cargo throughput has improved significantly, with a year-on-year increase of 10.4 percentage points to 4.2% [1][26]. - The migration index has shown a strong performance, increasing by 50.5 percentage points to 51.4% [1][29]. - New housing transactions have increased by 36.2% year-on-year to 26.8%, with all city tiers showing recovery [1][25]. Group 4: Price Trends - Agricultural product prices have generally decreased, with vegetable, pork, and egg prices falling by 2.2%, 2.3%, and 0.1% respectively [2][36]. - The South China industrial product price index has decreased by 0.4% [2][41].